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A B C D E F G H I J K L M N O P R S T V W Y

Succession Planning: Expect the Unexpected

Succession Planning: Expect the Unexpected

Date

Thursday 7 September 2017

08:00 - 11:00

Cost

Free

Venue

Brockholes Preston New Road, Preston PR5 0AG (click here to see directions)

We are delighted to announce the new date for the 'Succession Planning: Expect the Unexpected' on Thursday 7 September at Brockholes Nature Reserve.
The seminar will provide you with an opportunity to hear from our experts on procedure, mechanics and pitfalls in protecting wealth in your estate, your company and your relationships. 

Our experts will also be able to provide guidance about protective mechanisms to put in place as to preserve your wealth. 
Event Details:
08:00 - Registration, networking and refreshments. 
08:30 – Opening remarks by Leanne Instrall .
08:45 - Pamela Wilson speaking on the avoidance of pitfalls in estate planning.
09:00Helen Marriott speaking upon wealth protection including prenups based out of the country, postnups, civil partnership and relationship agreements.
09:15  - Nicola Whittle talking about how business owners can prepare for succession in shareholders agreements and cross option agreements.
09:30 - Networking and refreshments.
10:00 - Nature walk around the reserve
11:00 – Close.
 
Venue:
Brockholes Preston New Road, Preston PR5 0AG (click here to see directions)
Further details about the nature walk:
A walk around the reserve exploring habitats and discovering wildlife, led by one of our knowledgeable volunteer guides. In September, the Boilton Wood area of the reserve is a great place to spot many different types of fungi that are nestling at the foot of our trees. Meanwhile the autumn migration begins, which means that birds such as Knot and Dunlin stay at the reserve enroute to their winter destination.  This is also the perfect time of year to keep an eye out for the animal tracks, such as otters. Please dress appropriately. For further information please click here.